Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 1 st Quarter Regional Chapter Meeting

@CRMUG Typical Chapter Meeting 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 10:00Workflows 10:00 – 10:15Break 10:15 – 11:00 Dialogs/ CRM 2013 Business Rules 11:00 – 11:15Break 11:15 – 12:00Birds of a Feather Roundtable

@CRMUG Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company What do you hope to accomplish by attending this and future meetings?

@CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,632 company members (9,600+ individual members)

@CRMUG A brand new online community that is your one-stop-shop for all things CRMUG. community.crmug.com

@CRMUG Meet like- minded CRMUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community.

@CRMUG Upcoming Virtual Events Event Date Availability CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG Partner Showcase: ClickDimensions Feb 19 Open CRMUG Webinar: Ask the Experts – Leveraging “Social Insights” in Dynamics CRM 2013 Feb 20 Open CRMUG SIG: Developer - Virtual DevFest 2014 Feb 24 Premium CRMUG SIG: CRM Online – New Pricing and Support Options Feb 25 Open User Group Information and Orientation Session Feb 26 Open CRMUG Webinar: Ask the Experts – Customization Best Practices for Dynamics CRM 2013 Feb 27 Open CRMUG Academy - Administrator Black Belt Training Series - Purple Belt Mar 5 Premium & Open xRMUG Webinar: Data Modeling in CRM Mar 11 Open CRMUG Webinar: Ask the Experts – Outlook Best Practices for Dynamics CRM 2013 Mar 13 Open xRMUG Roundtable: Ask the Experts Friday Mar 14 Premium CRMUG Webinar: 50 Tips in 50 Minutes Mar 20 Premium CRMUG Webinar – Dynamics CRM Apps and Add Ons Mar 21 Premium CRMUG Partner Showcase – Summit Group Software – CRM Vertex Mar 25 Open CRMUG Webinar: Ask the Experts – User Interface for Dynamics CRM 2013 Mar 25 Open CRMUG Workshop: Regional Chapter Information and Orientation Mar 26 Open CRMUG SIG: User Adoption Panel Mar 27 Premium

@CRMUG CRMUG Membership Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year Mid-Market CRM Licenses $700 USD/year Enterprise 100+ CRM Licenses $1,200 USD/year Upgrade Today:  Weekly newsletter  Level 100 Webinars  CRMUG Summit Invites  Paid access to Regional Chapters (Nominal Fee)  Partner Showcase Webinars  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  Full access to CRMUG Collaborate & Member Directory  Discounted Summit Registrations  Discounted Academy Courses  And so much more!

@CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2014 Quarterly Meeting Date(s) – 1 st Quarter (TODAY) – 2 nd Quarter (6/13/2014) – 3 rd Quarter (9/12/2014) – 4 th Quarter (12/12/2014) – Location UW Fox Valley Extension Member Showcase, Educational Topic, – Presenters (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists ISV Solution, Microsoft Roadmap, Ask the Expert panelists)  Join CRMUG Collaborate (private online community for CRMUG members)  Join your local Leadership Team to help plan future meetings! Convergence 2014, Atlanta, GA March 4-7, 2014 CRMUG Regional Conference for North Central Region Minneapolis Marriott Airport June 18 th & 19th Convergence 2014, Atlanta, GA March 4-7, 2014 CRMUG Regional Conference for North Central Region Minneapolis Marriott Airport June 18 th & 19th

@CRMUG Announcing CRMUG Regional Conferences  During this 1.5 day+ offering, our goal is to provide user group members with a peer to peer environment where they can share their experiences, exchange best practices amongst members, get trained up on the latest, and highlight members’ profiles.  Coming To A Region Near You! South Central Region: Dallas, Texas (Week of June 9th!*) at the Embassy Suites Airport North Central Region: Minneapolis, Minneapolis (June the Airport Embassy Suites *Dates are subject to change.

@CRMUG Format conferences

@CRMUG Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact

@CRMUG What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak?Will you write?Will you lead? REVIEW the “CRMUG Volunteer Program”

@CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director x1449 Onika Allen Onika Allen, CRMUG Program Coordinator x1455 Bryan Erstad, Bryan Erstad, CRMUG Membership Manager x1451

@CRMUG Navitus and CRM Pharmacy Benefit Manager Started on CRM on-line in 2010 Brought the system on-premise in 2011 Hired Administrator for system in late 2011 Usage of CRM Started with base functionality Using Leads/Opportunities to drive sales Management of accounts Workflows

@CRMUG Jennifer Manteufel

@CRMUG  Workflows – Uses data already in CRM – Notifications – Tasks – Appointments – Cross Entities Workflows

@CRMUG Workflow usage Generate a based on an entity status change Update dates on an entity based on dates entered elsewhere Change pipeline phase based on dates entered Generate a case based on an being received by the router Notify key leadership when an account is won Notify account representatives when an account is due for renewal Update fields required by CRM that we do not use Nesting workflows

@CRMUG Workflow Creation

@CRMUG DEMO CRM 2013 Online Logon

@CRMUG

Jennifer Manteufel

@CRMUG Dialogs  Dialogs – Allows users to interactively enter data – Use like Call Scripts Document interaction with a client Fill out a form to start a lead/opportunity/account Terminate or cancel a contract

@CRMUG Dialog Usage Cancel Contracts Terminate Contracts Call Scripts Form entry such as activities Creation of new Accounts Entry of Leads

@CRMUG Dialog Creation

@CRMUG DEMO CRM 2013 Online Logon

@CRMUG Combining workflows and dialogs

@CRMUG Running processes Run from Ribbon workflow button Run from custom button

@CRMUG Tools Codeplex Visual ribbon editor Site Map Editor

@CRMUG 2013 Business Rules  Used to replace some javascript – Can trigger error alerts “Account number is required” – Set values of dependent fields Sales stage = “Qualify”, set probability = 30 Sales stage = “Develop”, set probability = 50 Sales stage = “Propose”, set probability = 80 – Change Business Required setting If user fills in Has Union Members make # of members required – Can provide mathematical functions

@CRMUG DEMO CRM 2013 Online Logon

@CRMUG Next Meeting? Date: 6/13/2014 Time: 8-12am Place: Fox Valley Extension

@CRMUG

Roundtable Discussion  How are you using Workflows and Dialogs now  Where can you see potential for these tools in your environment  What excites you the most?

@CRMUG  Fun Fact: Virtual Convergence ence/atlanta14/Virtual- Convergence.aspx?p=inline#fbid=1vZAj2vcI73